+468.5%
TXN vs HDB
+63.5%
+405.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.5% | -3.3% | -3.0% |
| 7D | +9.5% | +2.7% | +6.7% | +8.6% |
| 30D | +8.7% | +14.1% | -5.4% | +4.1% |
| 3M | +11.6% | +11.8% | -0.2% | +7.2% |
| 6M | +0.1% | +8.2% | -8.1% | -3.3% |
| YTD | +78.8% | -29.3% | +108.1% | +97.5% |
| 1Y | +91.2% | -28.8% | +120.0% | +110.5% |
| 3Y | +125.8% | -7.5% | +133.3% | +121.8% |
| 5Y | +83.8% | -23.1% | +106.8% | +89.1% |
| All | +468.5% | +63.5% | +405.0% | +355.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded HDB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling